Q: What is planned giving, and how does it benefit me?
A: Planned giving is the designation of charitable gifts through a financial or estate plan. These are generally gifts of assets or a bequest in your will, not current income. It is through planned giving that we can fill our philanthropic needs and continue our legacy. Depending on the type of asset donated, planned giving can offer significant tax advantages to you now or to your heirs after you’ve gone. It’s also a way to make a much more substantial gift than might ever be possible otherwise.

Q: How do I make a gift of securities?
A: If the securities are held in a brokerage account, you can have your broker transfer your shares electronically to World Vision’s account at TD Waterhouse. To make this kind of transfer, please contact your broker and complete the “Direction to Transfer Securities Electronically” form, which we can provide to you. If you have share certificates, please contact World Vision for instructions.

Q: How do I leave a bequest in my will to World Vision?
A: You should contact your lawyer and have them include a clause in your will naming World Vision as a beneficiary. For sample clauses click here.

Q: What assets can I use to make a gift to World Vision and how do I make a planned gift?
A: During your lifetime you can make an outright gift of cash, securities or other property. You can also make a gift through your will or with a distribution from a retirement plan or life insurance policy. Your gift can be designated to World Vision in accordance with your wishes.

Q: Can I leave a bequest in my will to my sponsored child?
A: No. While sponsorship is indeed a blessing for a special child, we encourage you to direct your bequest to World Vision for community relief and development programs. It is not recommended to specifically name your sponsored child in your will as children and their families may leave the area and no longer be participating in the sponsorship program, and, therefore, the bequest would fail. You may, however, direct your bequest to the child sponsorship program, or allow us to use it where it is needed most at the time received.

Q: Why is World Vision a good planned giving choice for me?
A: World Vision has a 50-year track record of success. We’ll use your planned gifts for the program you designate. And because we work side-by-side with the communities we serve, every dollar will be used wisely so that it has maximum impact to change lives and futures.

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Contact World Vision's Partners Planned Giving team at 1.800.714.3280 (ext. 3837)
Email: plannedgiving@WorldVision.ca
Mail: 1 World Drive, Mississauga ON L5T 2Y4
Fax: 905 696 2162